Year in Review

Marshall Rathmell |

As we wrapped up 2022 at BCR we couldn’t help but reflect on all that we have done this past year. It is no secret that the market has been a hot topic for investors this year. Marshall and Harold both wrote on this in March. While Marshall focuses on the psychology behind how we react to the market, Harold gives us the numbers and assures us that for those investing for the long term market dips are just a “bump in the road”.

We switched gears a little later in the year, and focused more on the planning side of things. Tim wrote about how to help your aging parents plan for retirement, while Sandra helps us find our “reason for being” to enrich our lives through volunteering.

Don’t forget to check out this article: Practice Made Perfect: How Advisors Can Solve the Capacity Problem! Sheryl Rowling opened up a new series with a deep dive on all things BCR.

In case you missed them, here are some of our favorite blogs from this year.  We would love to hear from you too, what were your favorite blogs this year and what do you want to see next year?

Reacting to the Market


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Market Dips


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Becoming Your Parents